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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$3.57M +$127K +4,814 +4%
CGH
27
Crossmark Global Holdings
Texas
$3.52M -$362K -13,657 -10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.32M -$471K -17,793 -14%
Cerity Partners
29
Cerity Partners
New York
$3.13M -$431K -16,277 -13%
CFO
30
Callan Family Office
Pennsylvania
$3M +$1.36M +51,282 +100%
NGA
31
Naples Global Advisors
Florida
$2.73M -$79 -3 -0%
BCM
32
BTC Capital Management
Iowa
$2.48M -$644K -24,315 -22%
Goldman Sachs
33
Goldman Sachs
New York
$2.39M +$38K +1,436 +2%
RWM
34
Ritholtz Wealth Management
New York
$2.3M +$23.6K +891 +1%
QCG
35
Quadrant Capital Group
Ohio
$2.14M
LNWTC
36
Laird Norton Wetherby Trust Company
Washington
$2.13M +$1.57M +59,485 +444%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.09M -$594K -22,420 -24%
Mariner
38
Mariner
Kansas
$2.05M +$286K +10,791 +18%
Corient Private Wealth
39
Corient Private Wealth
Florida
$2.05M +$939K +35,481 +102%
VT
40
Vise Technologies
New York
$1.96M +$710K +26,815 +67%
PAM
41
Paradigm Asset Management
New York
$1.94M -$458K -17,300 -21%
AC
42
AlphaCore Capital
California
$1.93M -$305K -11,521 -15%
PMWMG
43
Parr McKnight Wealth Management Group
Minnesota
$1.91M -$32.9K -1,242 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.91M
S
45
SimplyRich
California
$1.85M +$451K +17,040 +37%
P
46
&Partners
Tennessee
$1.81M +$191K +7,205 +13%
CRC
47
Curi RMB Capital
Illinois
$1.81M +$1.64M +61,812 New
US Bancorp
48
US Bancorp
Minnesota
$1.78M +$93.4K +3,526 +6%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.67M +$82K +3,096 +6%
DCM
50
DGS Capital Management
New Jersey
$1.61M +$34.2K +1,291 +2%